3,507 hedge funds and large institutions have $255B invested in Merck in 2024 Q1 according to their latest regulatory filings, with 250 funds opening new positions, 1,404 increasing their positions, 1,479 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,507
Holders Change
+96
Holders Change %
+2.81%
% of All Funds
50.83%
Holding in Top 10
239
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+36.57%
% of All Funds
3.46%
New
250
Increased
1,404
Reduced
1,479
Closed
110
Calls
$2.99B
Puts
$2.28B
Net Calls
+$711M
Net Calls Change
+$536M
Name Holding Trade Value Shares
Change
Shares
Change %
FWSM
3126
First Wilshire Securities Management
California
$281K
PWM
3127
Partnership Wealth Management
Maryland
$280K
KWM
3128
KFG Wealth Management
Indiana
$280K
LAM
3129
Lewis Asset Management
California
$280K +$13.6K +103 +5%
SFWC
3130
Strategic Family Wealth Counselors
New Jersey
$280K
SWA
3131
ShankerValleau Wealth Advisors
Illinois
$278K
SFP
3132
Sterling Financial Planning
New Jersey
$278K
NWM
3133
Northwest Wealth Management
Iowa
$277K -$7.92K -60 -3%
AWA
3134
Aletheian Wealth Advisors
Washington
$277K +$277K +2,096 New
IAG
3135
Investment Advisory Group
Massachusetts
$276K +$3.96K +30 +1%
FA
3136
Fortis Advisors
Pennsylvania
$275K -$161K -1,217 -37%
MAA
3137
Mraz Amerine & Associates
California
$274K
PP
3138
Pegasus Partners
Wisconsin
$273K -$39.2K -297 -13%
HCM
3139
Hutchinson Capital Management
California
$273K +$1.32K +10 +0.5%
GIM
3140
Guild Investment Management
California
$273K +$132 +1 +0%
CWM
3141
Cabot Wealth Management
Massachusetts
$273K +$1.85K +14 +0.7%
CWA
3142
Canvas Wealth Advisors
Kansas
$272K +$36.4K +290 +15%
SFS
3143
Sharp Financial Services
Pennsylvania
$272K -$19.7K -149 -7%
JWS
3144
Juncture Wealth Strategies
Arizona
$272K +$272K +2,059 New
EWA
3145
Evolution Wealth Advisors
Florida
$271K -$16.1K -122 -6%
SFS
3146
Security Financial Services
Indiana
$271K +$19.9K +151 +8%
ACM
3147
AUA Capital Management
Pennsylvania
$271K +$2.77K +21 +1%
WFA
3148
Wade Financial Advisory
California
$271K
FWP
3149
Firethorn Wealth Partners
Georgia
$270K -$792 -6 -0.3%
TWP
3150
Triad Wealth Partners
Kansas
$270K +$270K +2,045 New